Conditional Visibility of Custom Field Folders Within Contact Based on Contact Type
T
Todd Whitelow A
Currently, all Custom Field Folders assigned to the Contact object are visible to all users, regardless of the type or status of the contact. This creates clutter and reduces usability, especially for teams that manage multiple types of contacts (e.g., Leads, Clients, Partners, Vendors) within the same system.
Feature Request:
Add a conditional visibility setting for Custom Field Folders on the Contact object that allows folders to be shown or hidden based on specific conditions, such as:
Contact Tags
Contact Custom Field values
Contact Smart Lists / Custom Views
Contact Type (e.g., “Lead”, “Customer”, “Partner”)
Example Use Case:
A Contact with the custom contact type “Vendor” only sees the “Vendor Details” folder.
A Contact with the contact type “Client” sees “Billing Info” and “Client Onboarding” folders.
Log In
E
Eric Brandley
its crazy this doesn't have more votes